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Get Your Firm Organized for 2025

Participants: Ashley Fontenot, operations director, SMD Consulting & Accounting

11/21/24 LEARN MORE
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Enrico Palmerino's Journey with Botkeeper and AI in Accounting

In this episode of Canopy’s Practice Success Podcast, guest host Davis Bell, CEO of Canopy, sits down with Enrico Palmerino, the CEO of Botkeeper. They explore the intersection of...

11/13/24 LEARN MORE
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A 90-Day Scope Check Clause (and why scope is your new best friend!)

As firm owners, we understand that managing scope is essential for profitability. However, it’s often more challenging than we realize, which is why our firm implemented the...

11/13/24 LEARN MORE
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Canopy Transforms Virtual Accounting: A Case Study with Fulling...

In the dynamic world of virtual accounting, staying ahead of workflow management challenges is crucial. Rusty, the founder and CEO of Fulling Management and Accounting, is...

11/06/24 LEARN MORE
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Future-proofing Your Accounting Firm

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Strength in Numbers: How Accounting Firms Can Collaborate to Build a...

By now, you’re well aware of the rapid changes facing the accounting industry. And while the word “change” can elicit feelings of uncertainty, there’s one solution that will...

10/30/24 LEARN MORE
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Hannah Smolinski Shares How to Scale Smart with Tips for Small...

In this episode of Canopy’s Practice Success Podcast, we sit down with Hannah Smolinski, founder and CEO of Clara CFO Group. We discuss Hannah's experience building a fractional...

10/30/24 LEARN MORE
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Group Billing

What's new: Send an invoice for a related group of clients to one account, thereby streamlining and enhancing the billing process. It also lets you send a group statement to one...

10/24/24 LEARN MORE
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Insights Update

What's new: Data is only as powerful as the reports where it is displayed. We recently added several visualizations across multiple reports to help you action your data. AR Aging:...

10/22/24 LEARN MORE
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How Templates Improve Implementation in Accounting Firms

The accounting industry thrives on precision, compliance, and efficiency. However, when implementing new systems, processes, or technologies, firms often face challenges like...

10/21/24 LEARN MORE
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Canopy Demo Sweepstakes

Speakers: Lera Kooper, Owner, Accountability Services Whitney Kisner, Director of Operations, Papin CPA Michael Salmon, Sales Director, Canopy

10/29/24 LEARN MORE
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Dominic Piscopo Navigates Compensation and Pricing in Accounting

In this episode of the Canopy Practice Success Podcast, Dominic Piscopo, the founder of Big 4 Transparency, discusses his journey in creating a crowdsourced database for...

10/16/24 LEARN MORE
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Training Owners: The Guide to Long-Term Firm Success

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What to Look for in the Best CRM for Accounting Firms

Accounting firms have a unique relationship with their clients, including their fiscal responsibilities and dedication to accuracy and transparency in their work. But, providing...

10/09/24 LEARN MORE
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Canopy Summit 2024

11/14/24 LEARN MORE

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